1:1 personalized online Financial Coaching

Single 1:1 session

Money Personality

$75 Single, $100 Couples

A one-hour, zero shame assessment, report and interpretation session to uncover your natural financial traits before looking at any numbers.

available throughout the US and Canada via zoom

1:1 multi-session Programs

payment plans available

I’ll help you make considered decisions about your finances, looking beyond traditional rigid financial advice, concentrating on what feels right for you, how you’re wired, and what kind of life you want your finances to support.

financial foundation

$320 - Two Payments of $160

Build the core building blocks of financial security and gain clarity about where your money is going. You’ll get a Financial Snapshot to organize your finances, and reveal your "One Number” - the key to spending decisions.

money maps

$420 - Two Payments of $210

Real life doesn’t fit in a spreadsheet. Get a proprietary, structured, flexible cash management system rooted in your core values that adapts easily to change — giving you room for guilt-free spending with a plan to meet your goals.

money mastery

$630 - Three Payments of $210

Get everything included in both Financial Foundation and Money Maps in one comprehensive coaching program - that brings together your numbers, mindset, and a proprietary money management system.

How it works

  • 01 - explore the programs

    Click the Learn More button on any coaching program to read the details of what’s included, and consider the right path for your situation and budget.

  • 02 - schedule your free intro call

    Book a free 20-minute phone call to discuss your needs, goals and questions. And learn about my approach, structure, and programs, to see if we’re a good fit.

  • 03 - Decide the next step

    After our conversation, take all the time you need to decide. The choice to proceed is entirely yours. There is never any pressure or obligation.